Unveiling the Secrets of the Ultra Wealthy: Mastering Generational Wealth, Extreme Tax Planning, and Asset Allocation with Paul Karger
Wealth Strategy Secrets of the Ultra Wealthy Podcast
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Show Notes
Today, we have an incredible guest joining us. Paul Karger, the Co-Founder and Managing Director of TwinFocus, a prestigious Boston-based wealth advisory firm. With over $7 billion under his management, Paul is no stranger to handling the finances of ultra-high-net-worth families and individuals.
Before Paul founded TwinFocus in 2006, he had already built an impressive career at UBS, where he established The Karger Group and led a team providing counsel to global high-net-worth families.
Throughout this episode, we'll dive into Paul's effective investment insights, tax strategies, when to start succession planning, creating an effective portfolio and allocating assets. Paul's day-to-day activities revolve around partnering with TwinFocus' key clients, guiding them through complex business, financial, and life decisions.
Beyond discussing his journey and the creation of TwinFocus, Paul is well-versed in a wide range of topics related to investing, building wealth, generational wealth planning, and extreme tax planning. His clients include some of America's wealthiest families and CEOs, giving him a unique perspective on managing substantial wealth.
Whether you're a seasoned investor or someone just starting on their wealth-building journey, this episode promises to be a wealth of knowledge!
In this episode, we discuss:
- Paul's background and journey to becoming the Co-Founder and Managing Director of TwinFocus
- Extreme tax planning strategies and tips for optimizing tax efficiency for ultra-high-net-worth individuals.
- Tips for creating a well-balanced investment portfolio and allocating assets effectively.
- The range of services offered by TwinFocus, including advising clients on complex business, financial, and life decisions.
Connect with Paul Karger:
Website: https://twinfocus.com/paul-karger/
Linkedin: https://www.linkedin.com/in/paulkarger
Instagram: https://www.instagram.com/twinfocused/
Email: [email protected]
Connect with Pantheon Investments:
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/
Website: www.pantheoninvest.com
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LinkedIn: https://www.linkedin.com/company/pantheon-invest
Twitter: https://twitter.com/Pantheon_Invest
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1
Email: [email protected]
Get you FREE copy of the book here: https://holisticwealthstrategy.com/